Schneider Downs Wealth Management Advisors’s iShares US Energy ETF IYE Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$540K	Hold
2024 Q4	$500K	Buy